Membership Amount column not reliable

Former Member
Former Member $organization

Hello,

My apologies if this issue has been addressed, I wasn't able to find a similar post using keyword searches.

We would love to start running reports based on Membership Details, but the Amount column is not reliable. Often we have to deactivate memberships that were incorrectly set up and reenter them, in which case the Member Amount of their reentered membership is $0. Also, for reasons that we can't explain, the Membership window does not always show up in the contribution editor: where is usually is there's a blank blue square. 

Has anyone had a simliar problem? How can these memberships be fixed so that they represent the correct amount pledged for their member level? Can this be done without updating them directly in the tables. And if we did do that, would other areas be negatively affected?

Any ideas would be greatly appreciated. Thank you!

Kelly

  • I don't usual use the amount columns in the membership record, but calc them on the fly from the contributions linked to the membership. For example:

    select m.customer_no, m.cust_memb_no, sum(cont_amt), sum(recd_amt)
    from tx_cust_membership m
    join tx_cont_memb cm on m.cust_memb_no = cm.cust_memb_no
    join t_contribution c on cm.cont_ref_no = c.ref_no
    group by m.customer_no, m.cust_memb_no

    This does require that all your memberships are 'backed up' by contributions.

    Hope this helps,

     

    David

  • Former Member
    Former Member $organization in reply to David Woodall

    This is really helpful David, thank you!

     

     - K

     

    -----Original Message-----
    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of David Woodall
    Sent: Tuesday, September 22, 2009 3:12 PM
    To: Kelly Haydon
    Subject: Re: [Tessitura Technical Forum] Membership Amount column not reliable

     

    I don't usual use the amount columns in the membership record, but calc them on the fly from the contributions linked to the membership. For example:

    select m.customer_no, m.cust_memb_no, sum(cont_amt), sum(recd_amt)
    from tx_cust_membership m
    join tx_cont_memb cm on m.cust_memb_no = cm.cust_memb_no
    join t_contribution c on cm.cont_ref_no = c.ref_no
    group by m.customer_no, m.cust_memb_no

    This does require that all your memberships are 'backed up' by contributions.

    Hope this helps,

     

    David

    From: Kelly Haydon <bounce-kellyhaydon1641@tessituranetwork.com>
    Sent: 9/22/2009 1:42:06 PM

    Hello,

    My apologies if this issue has been addressed, I wasn't able to find a similar post using keyword searches.

    We would love to start running reports based on Membership Details, but the Amount column is not reliable. Often we have to deactivate memberships that were incorrectly set up and reenter them, in which case the Member Amount of their reentered membership is $0. Also, for reasons that we can't explain, the Membership window does not always show up in the contribution editor: where is usually is there's a blank blue square. 

    Has anyone had a simliar problem? How can these memberships be fixed so that they represent the correct amount pledged for their member level? Can this be done without updating them directly in the tables. And if we did do that, would other areas be negatively affected?

    Any ideas would be greatly appreciated. Thank you!

    Kelly




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  • Sorry for the late post but I did want to mention something about the blank blue square.
    I'm not sure of all the things that may trigger this but if you have been working in the contribution editor and have a fund pre-populated from the last transaction and you click "new" without applying any money to your current transaction this will release the membership tab where you will be greeted with just a blank blue box.
    Also, even if you go and add a value to the payments window (Ctrl-p) it will still show up blank if you have not entered a value in the payment box on the lower left.
    I'm not sure if this is the thing that is causing this for you but I hope this can be of some help.

    Cheers!